Angela Rea CFP, EPC, RRC

Principal
403.607.3547

Angela, a CERTIFIED FINANCIAL PLANNER® professional, has more than 40 years of experience working in the financial services industry and her powerful team are leaders in the field of advanced financial planning and trusted fiduciaries for high net worth families, individuals and businesses.

Angela strives to deliver an elevated solution and client experience; which sets her apart from what is typically offered to high-net-worth clients. Over the past four decades, Angela has developed a strong track record of helping clients dream, achieve and protect what they cherish most. Her extensive knowledge, attention to detail and dedication to listening to the concerns and interests of clients allows her to offer sound advice, expert execution and peace of mind for clients who require complex wealth management guidance.

In the past 40 years, she has worked hard to make life less hard for her clients. But when she is not working, she enjoys family time at the cabin.

Jae Rea BA Economics, CFP®, RRC®

Senior Financial Consultant
403.681.1423
Jae Rea is a CERTIFIED FINANCIAL PLANNER® professional with a Bachelor’s degree in Economics and Business from the University of Victoria and holds the Registered Retirement Consultant (RRC) designation. As a next-generation advisor, Jae specializes in business succession planning, intergenerational wealth transfer, and advanced insurance strategies for high-net-worth families. She is passionate about helping family’s structure meaningful philanthropy that reduces taxes while creating lasting legacies.
 
With more than a decade of experience, Jae brings a thoughtful and strategic approach to financial planning, blending technical expertise with long-term vision. Her work focuses on protecting wealth, navigating complexity, and supporting smooth transitions across generations while remaining attentive to both financial outcomes and family dynamics.
 
Jae began her career in financial planning in 2014, building her own practice before joining her mother, Angela Rea, in 2018. Together, they offer more than 40 years of combined experience and a forward-thinking approach focused on continuity, asset protection, and the long-term preservation of family wealth.
 
Clients value Jae’s ability to simplify complex financial matters, identify planning gaps, and design integrated strategies that align with their goals and values. She collaborates closely with IG’s Advanced Planning, Tax, Estate and Insurance teams to deliver a comprehensive, multidisciplinary planning experience tailored to each client’s unique circumstances.
 
Outside of work, Jae is committed to advancing financial literacy and community education. She enjoys staying active, travelling, and spending time on the water boating with family and friends.